The steps below outline how to use the Teams builder located in the Settings - Sidebar (web application) to create the different teams that reps/users can be assigned to. 

The benefits of having different teams is that it allows for Activities/Tasks and Resources to be assigned to specific teams so that reps/users are only seeing what is relevant to them populate. 

Managers can also easily access and view stats of reps/users assigned to their respective team(s). 

**NOTE: Managers can be assigned multiple teams, but a rep/user cannot belong to multiples teams. 

Getting to Teams Builder Page

1 Log into the Lilypad Web App ( https://lilypad.app.fintech.com/ ).

2 From the side bar on the left, click on Settings.

3 Under the Organization section, click into the Teams bubble.

Creating a New Team

1 On the left side of the screen, inside the white box, click the blue plus () sign at the top right corner. A builder section should populate at the right side of the screen. 

2 In the textbox next to Name, input a team name. 

3 Below the team name, a section for Activities and Tasks is displayed. You can toggle the view by clicking either the Activities or Tasks button - it will turn blue if selected and remain gray when not selected.

4 To assign the Activities and Tasks for this team, drag them from the Unassigned box and drop into the Assigned box.

 

5 Below the Activities and Tasks Unassigned/Assigned boxes, is the Resources section. To assign Resources to the team, drag the folders from the Unassigned box and drop them into the Assigned box.

6 Once all applicable Activities, Tasks, and Resources have been assigned, click the blue Save button in the top right corner of the screen.

Assigning a Rep/User to a Team 

1 While logged into the Lilypad Web App, click on Settings from the side bar on the left. 

2 Under the Organization section, click into the Users bubble. A list of users will populate.  

3 To the far right of the user's name, click the green pencil icon ()

4 In the User Info builder that opens, locate the Team dropdown to assign the user to that team.  

5 Once you have assigned the correct team from the dropdown, click the green Save button in the top right of the screen.